Purchases and Sales Made in Q1 2024 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q1 2024. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
27+ 2.44% |
$4.51K - $5.41K
|
1.13K
$283K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
27+ 0.49% |
$4.51K - $5.41K
|
5.51K
$1.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
26+ 0.57% |
$4.34K - $5.21K
|
4.57K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
26+ 0.1% |
$4.34K - $5.21K
|
26.4K
$6.6M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
26+ 0.11% |
$4.34K - $5.21K
|
24.2K
$6.04M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
26+ 0.49% |
$4.34K - $5.21K
|
5.31K
$1.33M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
26New |
$4.34K - $5.21K
|
26
$6.49K
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
25+ 1.68% |
$4.18K - $5.01K
|
1.51K
$377K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
25+ 0.76% |
$4.18K - $5.01K
|
3.31K
$827K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
25+ 0.85% |
$4.18K - $5.01K
|
2.98K
$743K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
25+ 1.46% |
$4.18K - $5.01K
|
1.74K
$434K
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
24+ 0.62% |
$4.01K - $4.81K
|
3.92K
$979K
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
23+ 1.8% |
$3.84K - $4.61K
|
1.3K
$325K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
23+ 0.04% |
$3.84K - $4.61K
|
58K
$14.5M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
23+ 0.57% |
$3.84K - $4.61K
|
4.05K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
22+ 0.32% |
$3.68K - $4.41K
|
6.81K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
22+ 1.03% |
$3.68K - $4.41K
|
2.15K
$536K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
22+ 0.1% |
$3.68K - $4.41K
|
21K
$5.25M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
21+ 0.2% |
$3.51K - $4.21K
|
10.6K
$2.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
21+ 0.22% |
$3.51K - $4.21K
|
9.43K
$2.35M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
21+ 0.64% |
$3.51K - $4.21K
|
3.3K
$824K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
20+ 0.38% |
$3.34K - $4.01K
|
5.3K
$1.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
20+ 2.56% |
$3.34K - $4.01K
|
800
$200K
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
20+ 1.68% |
$3.34K - $4.01K
|
1.21K
$301K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20+ 0.64% |
$3.34K - $4.01K
|
3.14K
$784K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
20+ 0.54% |
$3.34K - $4.01K
|
3.7K
$924K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
20+ 0.86% |
$3.34K - $4.01K
|
2.34K
$585K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
19+ 0.7% |
$3.17K - $3.81K
|
2.73K
$683K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19+ 0.12% |
$3.17K - $3.81K
|
16K
$4.01M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
19+ 0.63% |
$3.17K - $3.81K
|
3.02K
$754K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.1% |
$3.01K - $3.61K
|
17.6K
$4.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 1.82% |
$3.01K - $3.61K
|
1.01K
$251K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
18+ 1.15% |
$3.01K - $3.61K
|
1.59K
$397K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
18New |
$3.01K - $3.61K
|
18
$4.49K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
18+ 0.06% |
$3.01K - $3.61K
|
28.8K
$7.19M
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
18+ 0.35% |
$3.01K - $3.61K
|
5.19K
$1.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
17+ 0.8% |
$2.84K - $3.41K
|
2.15K
$536K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
17+ 0.27% |
$2.84K - $3.41K
|
6.36K
$1.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
16+ 0.6% |
$2.67K - $3.2K
|
2.67K
$668K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
16+ 0.79% |
$2.67K - $3.2K
|
2.04K
$509K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
16+ 0.14% |
$2.67K - $3.2K
|
11.1K
$2.78M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
16+ 0.97% |
$2.67K - $3.2K
|
1.67K
$418K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
16+ 0.26% |
$2.67K - $3.2K
|
6.11K
$1.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
15+ 0.32% |
$2.51K - $3K
|
4.68K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
15+ 0.07% |
$2.51K - $3K
|
22.1K
$5.52M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
15+ 0.16% |
$2.51K - $3K
|
9.5K
$2.37M
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
14+ 0.58% |
$2.34K - $2.8K
|
2.42K
$605K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14+ 0.22% |
$2.34K - $2.8K
|
6.27K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
14+ 0.17% |
$2.34K - $2.8K
|
8.22K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
14+ 0.11% |
$2.34K - $2.8K
|
12.9K
$3.23M
|